A personal AI assistant for every member of your foundation
Prepared by Shane Waters · Margin AI Consulting
Grants, scholarships, donor-advised, endowments. All managed by a 9-person team.
Manual grant screening pulls staff away from the mission work that actually matters
One development associate carrying every donor relationship across hundreds of funds
Board prep packets for 17 directors and 5 committees, assembled by hand every cycle
Annual 990 documentation consuming weeks of staff time that could fuel community impact
Every hour of staff efficiency lost to admin work is an hour not driving community investment
AI shouldn’t add another tool to your day.
It should take tools away.
Every desk is built around how you actually work.
Not how software thinks you should.
Every desk is a private workspace. What you ask, what you create, and what you learn stays between you and your assistant.
Every team member gets their own private login. Only you can access your desk.
Conversations, documents, and insights are private to each person. No cross-visibility between desks.
Your desk only knows what we train it to know. It doesn't browse the internet or access outside systems without permission.
Built on the same cloud infrastructure trusted by Fortune 500 companies. Encrypted in transit and at rest.
Six purpose-built modules working together. One system designed around how community foundations actually operate.
Explore the Live Demo · cfwabash.marginai.appAccess code: 000000
Track every application from submission to award. Automated screening, status updates, and grantee follow-up in one view.
Every donor relationship in one place. Giving history, capacity signals, stewardship touchpoints, and next-action prompts.
Transform grantee reports into compelling data stories for your board, donors, and annual report. Automatically.
Packet prep done in minutes, not days. Agendas, financials, fund summaries, and committee reports, ready to go.
Manage all scholarship cycles end to end. Applications, reviews, awards, and recipient tracking from Imagine Early to Imagine One 85.
990 prep, fund agreements, and audit documentation organized year-round. No more annual scramble.
That’s 870 hours your team spends on mission work instead of admin.
More grants reviewed. Deeper donor relationships. Board packets done in minutes, not days.
ROI data sourced from Foundant 2025, charity:water case studies, and CF industry benchmarks.
If you don’t see a 5x return on your monthly investment within 90 days, measured in staff hours recovered, grant cycle improvements, or board prep time saved, we continue building and optimizing at no additional cost until you do.
Built by someone who has worked with Wabash County organizations long enough to know what success actually looks like here.
The live demo is built for the Community Foundation. Walk through every module, every data view, every workflow.
Built by someone who believes in Wabash County as much as you do.